MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 39 filers reported holding MFS INVT GRADE MUN TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,024 | -3.9% | 4,671 | 0.0% | 0.00% | – |
| Q2 2023 | $34,355 | -0.5% | 4,671 | 0.0% | 0.00% | – |
| Q1 2023 | $34,519 | -1.6% | 4,671 | -5.2% | 0.00% | – |
| Q4 2022 | $35,073 | +6.3% | 4,926 | 0.0% | 0.00% | – |
| Q3 2022 | $33,000 | -10.8% | 4,926 | 0.0% | 0.00% | – |
| Q2 2022 | $37,000 | -11.9% | 4,926 | 0.0% | 0.00% | – |
| Q1 2022 | $42,000 | -17.6% | 4,926 | 0.0% | 0.00% | – |
| Q4 2021 | $51,000 | +4.1% | 4,926 | 0.0% | 0.00% | – |
| Q3 2021 | $49,000 | -3.9% | 4,926 | 0.0% | 0.00% | – |
| Q2 2021 | $51,000 | +6.2% | 4,926 | 0.0% | 0.00% | – |
| Q1 2021 | $48,000 | 0.0% | 4,926 | 0.0% | 0.00% | – |
| Q4 2020 | $48,000 | +4.3% | 4,926 | 0.0% | 0.00% | – |
| Q3 2020 | $46,000 | -2.1% | 4,926 | -1.5% | 0.00% | – |
| Q2 2020 | $47,000 | +2.2% | 5,000 | 0.0% | 0.00% | – |
| Q1 2020 | $46,000 | -6.1% | 5,000 | 0.0% | 0.00% | – |
| Q4 2019 | $49,000 | -2.0% | 5,000 | 0.0% | 0.00% | – |
| Q3 2019 | $50,000 | +4.2% | 5,000 | 0.0% | 0.00% | – |
| Q2 2019 | $48,000 | +2.1% | 5,000 | 0.0% | 0.00% | – |
| Q1 2019 | $47,000 | +6.8% | 5,000 | 0.0% | 0.00% | – |
| Q4 2018 | $44,000 | -45.7% | 5,000 | -44.4% | 0.00% | -100.0% |
| Q3 2018 | $81,000 | -2.4% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $83,000 | -2.4% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $85,000 | -2.3% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $87,000 | -3.3% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $90,000 | -1.1% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $91,000 | +4.6% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $87,000 | +3.6% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $84,000 | +61.5% | 9,000 | +80.0% | 0.00% | – |
| Q3 2016 | $52,000 | -1.9% | 5,000 | 0.0% | 0.00% | – |
| Q2 2016 | $53,000 | +3.9% | 5,000 | 0.0% | 0.00% | – |
| Q1 2016 | $51,000 | +2.0% | 5,000 | 0.0% | 0.00% | – |
| Q4 2015 | $50,000 | +2.0% | 5,000 | 0.0% | 0.00% | – |
| Q3 2015 | $49,000 | +4.3% | 5,000 | 0.0% | 0.00% | – |
| Q2 2015 | $47,000 | 0.0% | 5,000 | 0.0% | 0.00% | – |
| Q1 2015 | $47,000 | 0.0% | 5,000 | 0.0% | 0.00% | – |
| Q4 2014 | $47,000 | +2.2% | 5,000 | 0.0% | 0.00% | – |
| Q3 2014 | $46,000 | 0.0% | 5,000 | 0.0% | 0.00% | – |
| Q2 2014 | $46,000 | +2.2% | 5,000 | 0.0% | 0.00% | – |
| Q1 2014 | $45,000 | +4.7% | 5,000 | 0.0% | 0.00% | – |
| Q4 2013 | $43,000 | -2.3% | 5,000 | 0.0% | 0.00% | – |
| Q3 2013 | $44,000 | -6.4% | 5,000 | 0.0% | 0.00% | -100.0% |
| Q2 2013 | $47,000 | – | 5,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 138,615 | $1,361,000 | 0.76% |
| Thomas J. Herzfeld Advisors, Inc. | 59,454 | $583,000 | 0.27% |
| QP WEALTH MANAGEMENT, LLC | 23,058 | $226,000 | 0.25% |
| Broadview Financial Management, LLC | 31,458 | $308,000 | 0.24% |
| Karpus Management, Inc. | 609,876 | $5,977,000 | 0.19% |
| Ackerman Capital Advisors, LLC | 52,038 | $510,000 | 0.13% |
| 1607 Capital Partners, LLC | 123,559 | $1,211,000 | 0.06% |
| Altus Wealth Group LLC | 5,630 | $55,000 | 0.05% |
| Dakota Wealth Management | 37,347 | $366,000 | 0.05% |
| Koshinski Asset Management, Inc. | 22,170 | $217,000 | 0.03% |